Anic Equity¶
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Total return since start: 0.583 %¶
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Equity now: -----------------------------> 48347.74 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44286.14 Kr¶
PnL: ---------------------------------------> -769.86 Kr¶
DD now: ---------------------------------> -8.985 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 11:25:25.154138'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.310000 | 1623.420000 | 154.420000 | 10.510000 | 1468.999998 |
| Hexatronic Group | 12 | 6.040000 | 1057.440000 | 90.440000 | 9.350000 | 966.999996 |
| Hoist Finance | 35 | 0.000000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| OX2 | 13 | -0.330000 | 968.500000 | 18.500000 | 1.950000 | 949.999999 |
| VEF | 909 | 1.990000 | 1867.090000 | 17.090000 | 0.920000 | 1850.000436 |
| Clas Ohlson B | 12 | 6.250000 | 990.000000 | 17.000000 | 1.750000 | 972.999996 |
| INVISIO | 16 | 1.310000 | 3704.000000 | 15.000000 | 0.410000 | 3689.000000 |
| BioGaia B | 8 | 3.160000 | 940.000000 | 10.000000 | 1.080000 | 930.000000 |
| Gränges | 9 | 1.960000 | 934.200000 | 6.200000 | 0.670000 | 927.999999 |
| Sagax B | 4 | 0.420000 | 859.200000 | 5.200000 | 0.610000 | 854.000000 |
| HEXPOL B | 9 | 1.520000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| Sagax A | 4 | 0.470000 | 856.000000 | 2.000000 | 0.230000 | 854.000000 |
| JM | 6 | -1.310000 | 861.000000 | -3.000000 | -0.350000 | 864.000000 |
| Bilia A | 8 | 1.550000 | 892.000000 | -8.000000 | -0.890000 | 900.000000 |
| Catena | 2 | -1.910000 | 782.000000 | -10.000000 | -1.260000 | 792.000000 |
| AcadeMedia | 8 | -2.120000 | 391.520000 | -10.480000 | -2.610000 | 402.000000 |
| Byggmax Group | 33 | 2.440000 | 943.140000 | -12.860000 | -1.350000 | 956.000001 |
| Atrium Ljungberg B | 5 | -4.920000 | 917.500000 | -17.500000 | -1.870000 | 935.000000 |
| Biotage | 7 | -1.200000 | 918.400000 | -22.600000 | -2.400000 | 940.999997 |
| Addnode Group B | 11 | 2.130000 | 897.600000 | -23.400000 | -2.540000 | 921.000003 |
| Creaspac SPAC | 39 | 0.110000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| ASSA ABLOY B | 3 | -0.360000 | 750.300000 | -28.700000 | -3.680000 | 779.000001 |
| SKF B | 5 | 1.030000 | 909.500000 | -30.500000 | -3.240000 | 940.000000 |
| EQT | 4 | 0.780000 | 799.400000 | -32.600000 | -3.920000 | 832.000000 |
| Alimak Group | 11 | 1.120000 | 893.200000 | -34.800000 | -3.750000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -0.600000 | 928.200000 | -38.800000 | -4.010000 | 966.999999 |
| Latour B | 4 | 0.840000 | 812.800000 | -44.200000 | -5.160000 | 857.000000 |
| Vitec Software Group B | 2 | 1.970000 | 1037.000000 | -50.000000 | -4.600000 | 1087.000000 |
| Platzer Fastigheter Holding B | 12 | -0.260000 | 906.000000 | -55.000000 | -5.720000 | 960.999996 |
| Bufab | 3 | 1.390000 | 1049.400000 | -59.600000 | -5.370000 | 1109.000001 |
| Indutrade | 5 | 0.090000 | 1154.000000 | -64.000000 | -5.250000 | 1218.000000 |
| Orrön Energy | 180 | 1.200000 | 1975.500000 | -67.500000 | -3.300000 | 2043.000000 |
| Sedana Medical | 93 | 0.000000 | 2395.680000 | -125.320000 | -4.970000 | 2521.000011 |
| BHG Group | 97 | -0.150000 | 1290.100000 | -168.900000 | -11.580000 | 1458.999989 |
| Hexagon B | 26 | 0.160000 | 3255.200000 | -205.800000 | -5.950000 | 3461.000010 |
| TOTAL | 44286.140000 | -769.860000 | -8.98452% | 45056.000411 |
Updated:¶
'2023-07-07 11:25:43.346448'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
